Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director · Director | September 18, 2020 | September 18, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DOLLAR TREE, INC.
Report date September 18, 2020 · Filed September 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 118,902 |
Ending reported balance
After 2020-09-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-09-18 · Exercise / conversion · Acquired 4,327 · Balance 120,854 F1: Portion vested at anniversary of three-year award. F2: Convert without cost to shares of common stock on a one-for-one basis. Row 2 · 2020-09-18 · Tax withholding · Disposed 1,952 · Balance 118,902 F3: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-09-18 | Direct | 0 |
Reported balance
After 2020-09-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-09-18 · Exercise / conversion · Disposed 4,327 · Balance 0 F1: Portion vested at anniversary of three-year award. F2: Convert without cost to shares of common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Indirect2018 GRAT #2 | 29,122 |
Reported balance
Holding disclosure · report date 2020-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 29,122 |
Filing footnotes · ownership attribution and instrument terms
F1: Portion vested at anniversary of three-year award.
F2: Convert without cost to shares of common stock on a one-for-one basis.
F3: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 18, 2020 Filed Sep 18, 2020 21:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 4,327 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-025471 · form4.xml · derivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,327 shares Expires 2020-09-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| September 18, 2020 Filed Sep 18, 2020 21:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,952 | $88.02 | $171,815.04 |
DisclosureSEC source: 0001127602-20-025471 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,902 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| September 18, 2020 Filed Sep 18, 2020 21:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 4,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025471 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,854 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 19,083 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-013154 · form4.xml · derivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,167 Underlying: Common Stock · 19,083 shares Expires 2020-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 8,607 | $72.94 | $627,794.58 |
DisclosureSEC source: 0001127602-20-013154 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,527 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 19,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013154 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,134 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 818 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · derivative · entry 9 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 818 shares Expires 2020-03-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · shares: Award fully vested on 3/31/20. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 3,073 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · derivative · entry 8 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,073 shares Expires 2020-03-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · shares: Award fully vested on 3/31/20. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 9,665 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · derivative · entry 7 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,665 shares Expires 2020-03-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 369 | $73.47 | $27,110.43 |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · nonDerivative · entry 6 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,051 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 818 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · nonDerivative · entry 5 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,420 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Award fully vested on 3/31/20. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,386 | $73.47 | $101,829.42 |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · nonDerivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,602 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 3,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · nonDerivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,988 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Award fully vested on 3/31/20. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 4,359 | $73.47 | $320,255.73 |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,915 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 9,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012648 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,274 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 22:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 21,073 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-012464 · form4.xml · derivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,074 Underlying: Common Stock · 21,073 shares Expires 2020-03-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 22:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 9,504 | $79.85 | $758,894.40 |
DisclosureSEC source: 0001127602-20-012464 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,609 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 22:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 21,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012464 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,113 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 15:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 3,073 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010535 · form4.xml · derivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,073 Underlying: Common Stock · 3,073 shares Expires 2020-03-31 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · date: The Compensation Committee certified on 3/11/2020 the level of performance achieved for the performance-based RSUs awarded on 3/31/2017 pursuant to the Long-Term Performance Plan for fiscal years 2017, 2018 and 2019. The award will fully vest on March 31, 2020. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 15:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 57,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010535 · form4.xml · derivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,250 Underlying: Common Stock · 57,250 shares Expires 2020-04-01 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F3 · date: The Compensation Committee certified on 3/11/2020 that the Company achieved its 2019 performance target for the performance stock units granted on 4/1/2019, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 15:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 818 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010535 · form4.xml · derivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818 Underlying: Common Stock · 818 shares Expires 2020-03-31 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F2 · date: The Compensation Committee certified on 3/11/2020 the level of performance achieved for the performance-based RSUs awarded on 9/18/2017 pursuant to the Long-Term Performance Plan for fiscal years 2018 and 2019. The award will fully vest on March 31, 2020. Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 18:01 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 4,327 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-028783 · form4.xml · derivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 Underlying: Common Stock · 4,327 shares Expires 2019-09-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 18:01 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,952 | $112.26 | $219,131.52 |
DisclosureSEC source: 0001127602-19-028783 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,040 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 18:01 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 4,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028783 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 19:37 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | SaleCommon Stock | 9,614 | $110.00 | $1,057,540.00 |
DisclosureSEC source: 0001127602-19-016193 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 2018 GRAT #2 Disclosed balance after: 29,122 F1 · kind: 10b5-1: Transactions pursuant to preplanned trading arrangements established under SEC Rule 1ob5-1(c)(1). Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 23:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 9,665 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-014335 · form4.xml · derivative · entry 7 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,665 Underlying: Common Stock · 9,665 shares Expires 2018-03-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 23:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 4,359 | $105.04 | $457,869.36 |
DisclosureSEC source: 0001127602-19-014335 · form4.xml · nonDerivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,665 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 23:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 9,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014335 · form4.xml · nonDerivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,024 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 30, 2019 Filed Apr 2, 2019 23:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 21,073 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-014335 · form4.xml · derivative · entry 6 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,147 Underlying: Common Stock · 21,073 shares Expires 2019-03-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 30, 2019 Filed Apr 2, 2019 23:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 9,504 | $105.04 | $998,300.16 |
DisclosureSEC source: 0001127602-19-014335 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,359 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 30, 2019 Filed Apr 2, 2019 23:27 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 21,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014335 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,863 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 20:15 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 4,436 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-012444 · form4.xml · derivative · entry 10 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,436 shares Expires 2019-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · shares: Award fully vest at third anniversary of the grant date. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 20:15 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 7,560 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-19-012444 · form4.xml · derivative · entry 9 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,560 shares Expires 2017-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F1 · derivative.exercise_date: Portion vested at anniversary of three-year award. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 20:15 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,651 | $101.03 | $166,800.53 |
DisclosureSEC source: 0001127602-19-012444 · form4.xml · nonDerivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,790 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 20:15 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 4,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012444 · form4.xml · nonDerivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,441 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · shares: Award fully vest at third anniversary of the grant date. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 20:15 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 2,270 | $101.03 | $229,338.10 |
DisclosureSEC source: 0001127602-19-012444 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,005 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 18, 2019 Filed Mar 20, 2019 20:15 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 7,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012444 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,275 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 18:46 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 4,436 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011524 · form4.xml · derivative · entry 5 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,436 Underlying: Common Stock · 4,436 shares Expires 2019-03-18 F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · date: The Compensation Committee certified on 3/13/2019 the level of performance achieved for the performance-based RSUs awarded on 3/18/2016 pursuant to the Long-Term Performance Plan for fiscal years 2016, 2017 and 2018. The award will fully vest on March 18, 2019. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 18:46 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 63,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011524 · form4.xml · derivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,220 Underlying: Common Stock · 63,220 shares Expires 2019-03-30 F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F3 · date: The Compensation Committee certified on 3/13/2019 that the Company achieved its 2018 performance target for performance-based restricted stock units granted on 3/30/2018, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 18:46 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 27,011 | $102.71 | $2,774,299.81 |
DisclosureSEC source: 0001127602-19-011524 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,715 F1 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 18:46 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 27,011 | $102.71 | $2,774,299.81 |
DisclosureSEC source: 0001127602-19-011524 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 2017 GRAT #2 Disclosed balance after: 0 F1 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 20:18 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 9,966 | $81.64 | $813,624.24 |
DisclosureSEC source: 0001127602-18-029581 · form4.xml · nonDerivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,440 F2 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 20:18 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 9,966 | $81.64 | $813,624.24 |
DisclosureSEC source: 0001127602-18-029581 · form4.xml · nonDerivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 2016 GRAT #3 Disclosed balance after: 0 F2 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 20:18 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 400 | $81.64 | $32,656.00 |
DisclosureSEC source: 0001127602-18-029581 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,474 F1 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 20:18 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 400 | $81.64 | $32,656.00 |
DisclosureSEC source: 0001127602-18-029581 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 2017 GRAT #2 Disclosed balance after: 27,011 F1 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 14:47 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 4,326 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-028131 · form4.xml · derivative · entry 5 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,654 Underlying: Common Stock · 4,326 shares Expires 2018-09-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 14:47 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 1,952 | $85.21 | $166,329.92 |
DisclosureSEC source: 0001127602-18-028131 · form4.xml · nonDerivative · entry 2 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,074 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 14:47 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 4,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-028131 · form4.xml · nonDerivative · entry 1 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:51 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 16,630 | $84.03 | $1,397,418.90 |
DisclosureSEC source: 0001127602-18-022842 · form4.xml · nonDerivative · entry 4 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,700 F2 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:51 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | OtherCommon Stock | 16,630 | $84.03 | $1,397,418.90 |
DisclosureSEC source: 0001127602-18-022842 · form4.xml · nonDerivative · entry 3 PHILBIN GARY M · CIK 0001163829 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 2017 GRAT #2 Disclosed balance after: 27,411 F2 · kind: Shares acquired by insider from GRAT in exchange for other assets. The insider is the beneficial owner of the transferred securities both before and after the transfer and the insider believes the transfer is exempt under Rule 16a-13. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.